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SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, FL
727-744-3614
SEC #801-71016Total AUM
$75M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
SENTINEL SQUARE - SUITE #166
300 SOUTH DUNCAN AVENUE
CLEARWATER
FL 33755
United States
300 SOUTH DUNCAN AVENUE
CLEARWATER
FL 33755
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
727-744-3614
Financials
Total AUM
$75M
Accounts
48Discretionary
$67M
Accounts
45Non-Discretionary
$8M
Accounts
3
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.